# Virginia Wealth Management Group

Virginia Wealth Management Group is a Bank / Wealth / Trust based in Virginia Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Virginia Beach, United States
- **Region:** North America
- **Address:** Virginia Beach, VA, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** www.vwmg.net

## Regulatory record

- **CRD number:** 311248
- **SEC file number:** 801-119854
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311248

## About

Virginia Wealth Management Group is an SEC-registered investment adviser in Virginia Beach, VA, registered since 2020. The firm manages $394 million in assets, with $258 million on a discretionary basis. It has 4 employees and 3 investment advisers.

## Sectors

- Wealth Management

## Questions

### What services does Virginia Wealth Management Group offer?

The firm provides investment management, retirement planning, and wealth-transfer advisory to individuals and families. Its service model integrates portfolio construction with insurance and estate-coordination strategies, a structure common among registered investment advisors serving a local client base. Specific product menus are not published.

### Does Virginia Wealth Management Group manage institutional assets or private-market investments?

There is no public record of the firm managing institutional mandates, pension assets, or private-market vehicles. Its client base and service description point to individual and family wealth management centered on publicly traded securities, mutual funds, and insurance-based products.

### Is Virginia Wealth Management Group a fiduciary?

As a registered investment advisor, the firm is held to a fiduciary standard when providing investment advice, meaning it must act in its clients' best interests. This distinguishes it from broker-dealer models that operate under a suitability standard, though the firm's specific regulatory filings should be verified via the SEC's IAPD database.

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Last updated: 2026-06-03T20:00:00.000Z

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